Anic Equity¶
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Total return since start: 0.583 %¶
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Equity now: -----------------------------> 48342.58 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44280.98 Kr¶
PnL: ---------------------------------------> -775.02 Kr¶
DD now: ---------------------------------> -8.994 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 11:44:38.138768'
Benchmark comparison¶
OMXS30 DJUS NDX
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.530000 | 1619.820000 | 150.820000 | 10.270000 | 1468.999998 |
| Hexatronic Group | 12 | 6.280000 | 1059.840000 | 92.840000 | 9.600000 | 966.999996 |
| Hoist Finance | 35 | -0.170000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| OX2 | 13 | -0.130000 | 970.450000 | 20.450000 | 2.150000 | 949.999999 |
| VEF | 909 | 1.790000 | 1863.450000 | 13.450000 | 0.730000 | 1850.000436 |
| Clas Ohlson B | 12 | 5.730000 | 985.200000 | 12.200000 | 1.250000 | 972.999996 |
| BioGaia B | 8 | 3.250000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Gränges | 9 | 2.360000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| INVISIO | 16 | 1.090000 | 3696.000000 | 7.000000 | 0.190000 | 3689.000000 |
| HEXPOL B | 9 | 1.610000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Sagax B | 4 | 0.140000 | 856.800000 | 2.800000 | 0.330000 | 854.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -1.030000 | 863.400000 | -0.600000 | -0.070000 | 864.000000 |
| Atrium Ljungberg B | 5 | -3.580000 | 930.500000 | -4.500000 | -0.480000 | 935.000000 |
| Catena | 2 | -1.510000 | 785.200000 | -6.800000 | -0.860000 | 792.000000 |
| Bilia A | 8 | 1.460000 | 891.200000 | -8.800000 | -0.980000 | 900.000000 |
| AcadeMedia | 8 | -2.800000 | 388.800000 | -13.200000 | -3.280000 | 402.000000 |
| Byggmax Group | 33 | 2.370000 | 942.480000 | -13.520000 | -1.410000 | 956.000001 |
| Biotage | 7 | -1.130000 | 919.100000 | -21.900000 | -2.330000 | 940.999997 |
| Creaspac SPAC | 39 | 0.210000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Addnode Group B | 11 | 1.880000 | 895.400000 | -25.600000 | -2.780000 | 921.000003 |
| SKF B | 5 | 1.330000 | 912.250000 | -27.750000 | -2.950000 | 940.000000 |
| ASSA ABLOY B | 3 | -0.320000 | 750.600000 | -28.400000 | -3.650000 | 779.000001 |
| EQT | 4 | 0.760000 | 799.200000 | -32.800000 | -3.940000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.300000 | 931.000000 | -36.000000 | -3.720000 | 966.999999 |
| Alimak Group | 11 | 0.620000 | 888.800000 | -39.200000 | -4.220000 | 927.999996 |
| Latour B | 4 | 1.190000 | 815.600000 | -41.400000 | -4.830000 | 857.000000 |
| Platzer Fastigheter Holding B | 12 | -0.130000 | 907.200000 | -53.800000 | -5.600000 | 960.999996 |
| Vitec Software Group B | 2 | 1.570000 | 1033.000000 | -54.000000 | -4.970000 | 1087.000000 |
| Bufab | 3 | 1.680000 | 1052.400000 | -56.600000 | -5.100000 | 1109.000001 |
| Indutrade | 5 | 0.430000 | 1158.000000 | -60.000000 | -4.930000 | 1218.000000 |
| Orrön Energy | 180 | 0.280000 | 1957.500000 | -85.500000 | -4.190000 | 2043.000000 |
| Sedana Medical | 93 | 0.850000 | 2416.140000 | -104.860000 | -4.160000 | 2521.000011 |
| BHG Group | 97 | -0.980000 | 1279.430000 | -179.570000 | -12.310000 | 1458.999989 |
| Hexagon B | 26 | 0.160000 | 3255.200000 | -205.800000 | -5.950000 | 3461.000010 |
| TOTAL | 44288.460000 | -767.540000 | -8.98016% | 45056.000411 |
Updated:¶
'2023-07-07 11:43:58.428534'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
